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Compliance Readiness — Client Intake

Please complete all sections below. This information is used to customise your compliance documentation package. All responses are treated as confidential. Estimated time: 25–30 minutes.

Company Information

Basic details about your organisation.

Company Legal Name

Trading Name / Brand

Industry

Industry (please specify)

Total Employee Count

Office / Team Locations

Year Founded

Company Description

Why do you need this now?

Why do you need this now?

Technology Environment

Details about your systems, tools, and the data you handle.

Primary Cloud Provider

Key SaaS Tools

Application Tech Stack

Data Types You Handle

Data Types You Handle

Data Storage Locations

Data Residency Requirements

Payment Processing

Source Code Repository

CI/CD Platform

Current Security State

Where you stand today. Be honest — this helps us customise accurately. There are no wrong answers.

Existing Security Policies

Existing Security Policies

Current Security Tools

MFA Status

Backup Approach

Previous Security Incidents

Security Awareness Training

Penetration Testing

Governance & Compliance

Your compliance targets and regulatory environment.

Target Frameworks

Target Frameworks

Applicable Regulations

Applicable Regulations

Who Is Asking for This?

Existing Certifications

Security Responsible Person

Business Continuity

How you think about keeping the business running if something goes wrong.

Acceptable Downtime (RTO)

Acceptable Data Loss (RPO)

Critical Business Functions

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